Community Involvement

Private Vista engaged in our backyards

Financial planning and investment management are just part of what we do at Private Vista. Our firm is passionate about giving back to our community and making a positive impact in the areas where we live and serve. Our team is proud to support a variety of local nonprofit organizations as a firm, as well as additional charities that we individually support.

As a firm, each year we focus on donating time, resources and funds to at least two nonprofit organizations. To see what organizations our team members volunteer with individually, visit their individual bios on our team page.


City Year Chicago

City Year Chicago is working to address the lack of equitable access to educational opportunities. City Year Chicago AmeriCorps members partner with teachers and schools to add more support and to help create learning environments where all students can build on their strengths and fully engage in their learning.

As a Private Vista 2023 charitable organization, team members are raising money for the cause through various projects over the year.

The Greater Chicago Food Depository

The Greater Chicago Food Depository, Chicago’s food bank, started with one purpose – to nourish our neighbors at risk of hunger. And as the needs of our neighbors have evolved, so have we. Our work against hunger has expanded to address the issues that cause food insecurity and poverty.

The Private Vista team got together to repack donated and purchased food into manageable sizes. In the repack session we sorted produce, inspected and boxed shipments of bread, and repacked bulk dry goods (pasta, rice, beans) into smaller quantities which help to properly and efficiently distribute quality food to participating food pantries, soup kitchens, and shelters in Cook County.


American Cancer Society

The American Cancer Society is focused on freeing the world from cancer. Until it can claim this victory, the group is funding and conducting research, sharing expert information, supporting patients, and spreading the word about prevention so those with cancer can live longer — and better.

As a Private Vista 2023 charitable organization, team members are raising money for the cause through various projects over the year.

Habitat for Humanity

Habitat for Humanity believes that no matter who we are or where we come from, we all deserve to have a decent life. We deserve to feel strength and stability day after day. We deserve to know we have the power to take care of ourselves and build our own futures. At Habitat for Humanity, this is the mantra that unites its supporters. Private Vista shares its vision of a world where everyone has a decent place to live.

As a Private Vista 2022 charitable organization, the whole Private Vista team volunteered together for an eight-hour build day where we helped construct multiple homes on the south side of Chicago.

2022 & 2021

Horizons for Youth

Horizons for Youth is a community committed to helping children recognize and achieve their full potential. In partnership with dedicated families, it provides academic support, one-on-one mentoring, and enrichment programs.

For two consecutive years, the Private Vista team came together to sponsor multiple local families through buying and wrapping hundreds of holiday gifts.


My Block My Hood My City

To inspire youth, empower communities, and build a better world one block at a time. My Hood, My Block, My City believes in providing opportunities for others to step outside their comfort zone and explore new communities, cultures, and cuisines in an effort to gain a greater understanding of the world.

As a Private Vista 2021 charitable organization, the team collected donations from employees throughout the year by hosting fundraising activities during March Madness, and other initiatives over the year.


Marine Toys for Tots Foundation

The mission of Marine Toys for Tots Foundation is to assist the U.S. Marine Corps in providing a tangible sign of hope to economically disadvantaged children at Christmas.

As a 2020 charitable organization, Private Vista ran a virtual toy drive with employees and clients contributing toys over several months. Every toy donated on behalf of Private Vista was matched by

Pat Mac's Pack

Pat Mac’s Pack is a group of people who come together each year to celebrate the life of Patrick McNamara through an annual 100K bike ride to raise funds for pediatric brain tumor research and to assist young brain tumor patients and their families.

Private Vista collected donations from employees throughout the year and made a year-end gift.


LIFE Outreach

LIFE Outreach encourages the support of missions and relief programs in areas of need throughout the world. Utilizing the tremendous potential of broadcast media to fulfill the mission, LIFE Outreach inspires believers to share the promise of life and hope with others.

Private Vista collected donations over several months and used the funds generated to provide 140 pairs of shoes to families, mostly children, for Christmas.

Ronald McDonald House

The mission of RMHC is to create, find, and support programs that directly improve the health and well-being of children and their families.

Together as a team, in 2019 Private Vista participated in preparing and serving meals to families staying in a local Ronald McDonald home. At the end of the year, Private Vista also donated funds that were raised through the course of the year.

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